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Concentus Wealth Advisors
Concentus Wealth Advisors was established in 2014 as a registered investment adviser. It supplies investment advisory services from its Newtown Square base.
Overview
Concentus Wealth Advisors was established in 2014 as a registered investment adviser. It supplies investment advisory services from its Newtown Square base. The firm delivers investment management and portfolio management. Its clients include individuals, high-net-worth individuals, trusts, and corporations. No additional offices or team size figures appear in available records. No dated operational events from the last 24 months are recorded. The firm operates as a conventional wealth manager without disclosed hybrid structures or external fund vehicles.
General information
Firm type
Bank / Wealth / Trust
Year founded
2014
Location
Region
North America
Country
United States
City
Newtown Square
Corporate office
Newtown Square, PA, United States
Frequently asked questions
Who runs investment decisions at Concentus Wealth Advisors?
No named principals or CIO appear in public records.
Does Concentus Wealth Advisors participate in fund commitments or only direct deals?
Available information shows only advisory and portfolio management services.
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